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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
976
Good Life Advisors
Pennsylvania
$793K +$83K +977 +12%
QI
977
Qtron Investments
Massachusetts
$793K +$178K +2,095 +31%
BMWM
978
Brown Miller Wealth Management
Virginia
$785K -$6.71K -79 -0.9%
NB
979
Nicolet Bankshares
Wisconsin
$785K -$1.95K -23 -0.3%
EGA
980
E&G Advisors
Texas
$783K -$261K -3,077 -26%
LFAS
981
Level Four Advisory Services
Texas
$781K -$26.4K -311 -3%
IPW
982
Inlet Private Wealth
Florida
$781K +$127K +1,500 +21%
FQ
983
First Quadrant
California
$779K -$23K -271 -3%
SAM
984
Security Asset Management
New York
$777K – – –
AWA
985
Arete Wealth Advisors
Illinois
$777K +$85.3K +1,004 +13%
GP
986
Girard Partners
Pennsylvania
$776K -$67.4K -794 -8%
MCAI
987
Members Capital Advisors Inc
Wisconsin
$776K – – –
RA
988
RFG Advisory
Alabama
$773K +$61.7K +726 +9%
TCM
989
Tanaka Capital Management
New York
$773K +$256K +3,015 +53%
CCIA
990
Campbell & Co Investment Adviser
Maryland
$772K +$739K +8,700 New
DAS
991
Dynamic Advisor Solutions
Arizona
$771K +$4.25K +50 +0.6%
BBNA
992
Bremer Bank National Association
Minnesota
$769K +$17.9K +211 +2%
FF
993
FourThought Financial
Florida
$764K -$8.49K -100 -1%
SJL
994
Shayne & Jacobs LLC
Tennessee
$764K – – –
VWM
995
Venturi Wealth Management
Texas
$764K +$731K +8,605 New
WLIM
996
White Lighthouse Investment Management
Massachusetts
$763K -$63.7K -750 -8%
PT
997
Plimoth Trust
Massachusetts
$761K -$20.8K -245 -3%
RCM
998
RB Capital Management
Nevada
$761K +$30.6K +360 +4%
OFG
999
OmniStar Financial Group
North Carolina
$760K -$756K -8,904 -51%
PA
1000
Probity Advisors
Texas
$759K +$726K +8,549 New
38 39
40
41 42